Purchases and Sales Made in Q3 2025 in Ishares Tr Mtg Real Estate ETF (REM)
This table provides information about the institutional ownership of Ishares Tr Mtg Real Estate ETF (REM) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR MTG REAL ESTATE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
127KNew |
$2.75M - $2.99M
|
127K
$2.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
112K+ 77.07% |
$2.42M - $2.63M
|
257K
$5.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
89KNew |
$1.93M - $2.1M
|
89K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
80KNew |
$1.73M - $1.89M
|
80K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.2K+ 3.62% |
$1.24M - $1.35M
|
1.63M
$36M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
55.5K+ 84.08% |
$1.2M - $1.31M
|
122K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
47.9KNew |
$1.04M - $1.13M
|
47.9K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36K+ 330.59% |
$778K - $848K
|
46.9K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.6K+ 5.92% |
$769K - $838K
|
636K
$14M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
34.6KNew |
$748K - $815K
|
34.6K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.3KNew |
$720K - $784K
|
33.3K
$732K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.7KNew |
$644K - $701K
|
29.7K
$655K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 81.02% |
$625K - $681K
|
64.6K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.1K+ 12.34% |
$587K - $639K
|
247K
$5.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9K+ 49.6% |
$582K - $634K
|
81.1K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.2KNew |
$568K - $618K
|
26.2K
$578K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.1K+ 21.57% |
$523K - $569K
|
136K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.6KNew |
$467K - $508K
|
21.6K
$475K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 2.89% |
$464K - $505K
|
763K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18KNew |
$390K - $424K
|
18K
$396K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 3.24% |
$368K - $401K
|
541K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.2K+ 129.41% |
$307K - $334K
|
25.1K
$553K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.9K+ 4.33% |
$302K - $329K
|
336K
$7.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 2.68% |
$220K - $240K
|
390K
$8.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10KNew |
$216K - $236K
|
10K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
9.45K+ 51.08% |
$204K - $223K
|
27.9K
$615K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.58K+ 3400.0% |
$164K - $179K
|
7.81K
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.1K+ 5.35% |
$132K - $144K
|
120K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.01K+ 3.73% |
$130K - $142K
|
167K
$3.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.7K+ 22.89% |
$123K - $134K
|
30.6K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 6.35% |
$117K - $127K
|
90.3K
$1.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.11K+ 2.51% |
$110K - $120K
|
209K
$4.59M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5K+ 16.64% |
$108K - $118K
|
35.1K
$772K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
4.85KNew |
$105K - $114K
|
4.85K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.46KNew |
$96.4K - $105K
|
4.46K
$98.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.62KNew |
$56.8K - $61.8K
|
2.62K
$57.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.61K+ 18.34% |
$56.4K - $61.5K
|
16.8K
$371K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.36K+ 24.65% |
$51K - $55.6K
|
11.9K
$263K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 4.69% |
$32K - $34.9K
|
33K
$727K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47K+ 5.09% |
$31.9K - $34.7K
|
30.4K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 6.98% |
$27.3K - $29.8K
|
19.4K
$426K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
887+ 1304.41% |
$19.2K - $20.9K
|
955
$21K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
598New |
$12.9K - $14.1K
|
598
$13.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
506+ 64.62% |
$10.9K - $11.9K
|
1.29K
$28.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
358+ 1.61% |
$7.75K - $8.44K
|
22.6K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
321+ 0.62% |
$6.95K - $7.57K
|
52.1K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 10.18% |
$2.06K - $2.24K
|
1.03K
$22.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
63New |
$1.36K - $1.48K
|
63
$1.39K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.2% |
$887 - $966
|
20.9K
$460K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$866 - $943
|
40
$881
|
|